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Tallie
What Tallie is
Tallie combines estimates, jobs, scheduling, invoicing, client CRM, project management and online payments for service professionals. Its AI drafts priced, editable estimate line items from a job description or site photos using the user’s rate sheet. Starter includes real-time material pricing in estimates. Tallie targets trades including HVAC, plumbing, electrical, painting, landscaping, cleaning, handyman, pest control, roofing, appliance repair and pressure washing. Customers can pay online through Stripe. Every plan starts with a 14-day trial without a credit card; the trial includes 100,000 AI tokens and unlimited invoicing, scheduling, CRM and payments. Starter costs $29 a month, or $24/mo billed annually, and includes one user seat, 1,000,000 AI tokens/mo (~33 estimates) and 10 Before & After previews/mo. Pro costs $79 a month, or $66/mo billed annually, with three seats included, unlimited AI and unlimited Before & After previews; extra seats are $19/mo. Tallie works in mobile browsers and offers an iOS app in beta for iPhone and iPad; its pricing page says an Android app is in development. QuickBooks sync is not shipped, though invoice and client data can be exported as CSV.
Who it suits
Tallie suits service professionals in the listed trades who want estimates, scheduling, invoicing and payments together. It may be useful for mobile-browser users, but its iOS app is in beta.
What it does well
- AI drafts editable estimate line items.
- Starter includes real-time material pricing.
- 14-day trial needs no credit card.
- Online payments use Stripe.
What to know first
- No free plan is listed.
- QuickBooks sync is not shipped.
- iOS app is in beta.
- Android app is in development.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | $29/month; or $24/mo billed annually · 1 user seat · 1,000,000 AI tokens/mo (~33 estimates) · 10 Before & After previews/mo | $29 a month |
| Pro | $79/month; or $66/mo billed annually · 3 seats included · +$19/mo per extra seat · Unlimited AI · Unlimited Before & After previews | $79 a month |
As tallie.io lists them, read 7 Oct 2026. The maker's own page has the final word.
Verdict
Tallie combines core service-business tasks with AI-assisted estimates and online payments. Starter is $29 a month, with an annual billing option of $24/mo; users should note the mobile app status and lack of shipped QuickBooks sync.
Facts from Tallie's own pages
- AI estimates
- Tallie drafts priced, editable estimate line items from a job description or site photos using the user's rate sheet. · tallie.io, 7 Oct 2026
- Customer tools
- Tallie includes client CRM, project management, scheduling, invoicing, and online payments. · tallie.io, 7 Oct 2026
- Industries
- Tallie lists HVAC, plumbing, electrical, painting, landscaping, cleaning, handyman, pest control, roofing, appliance repair, and pressure washing among its target trades. · tallie.io, 7 Oct 2026
- Integrations
- QuickBooks sync is not shipped; Tallie says it is on the roadmap and invoice and client data can be exported as CSV in the meantime. · tallie.io, 7 Oct 2026
- Material pricing
- The Starter plan includes real-time material pricing in estimates. · tallie.io, 7 Oct 2026
- Mobile
- Tallie runs in mobile browsers and offers an iOS app in beta for iPhone and iPad; the pricing page says an Android app is in development. · tallie.io, 7 Oct 2026
- Payments
- Tallie says customers can pay online, and its pricing page identifies Stripe as the payment provider. · tallie.io, 7 Oct 2026
- Plan limits
- Tallie says it does not include GPS fleet tracking, inventory management, or call tracking/VoIP. · tallie.io, 7 Oct 2026
- Privacy
- Tallie's privacy policy says it collects account and usage information and uses collected information to facilitate account creation, fulfill orders, and protect its services. · tallie.io, 7 Oct 2026
- Product
- Tallie combines estimates, jobs, scheduling, invoices, and payments in one platform for service professionals. · tallie.io, 7 Oct 2026
- Support
- Starter includes human support over email, while Pro includes priority support with phone access to the team. · tallie.io, 7 Oct 2026
- Trial
- Every plan starts with a 14-day trial without a credit card; the trial includes 100,000 AI tokens and unlimited invoicing, scheduling, CRM, and payments. · tallie.io, 7 Oct 2026
Where Tallie stands on Freedom251
- Window Cleaning Software#26 of 29